2023 Form 5500 filing — Sampco Inc. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011104841NAL0021701761001) for Sampco Inc. 401(K) Profit Sharing Plan, reported by Sampco Inc. under EIN 04-3110392 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104841NAL0021701761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sampco Inc.
- EIN
- 04-3110392
- Plan number
- 002
- Location
- Pittsfield, MA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,897,846
- Net assets (EOY)
- $7,897,846
- Employer contributions
- $55,694
- Participant contributions
- $351,043
- Total income / additions
- $1,504,312
- Benefits paid
- $532,103
- Administrative expenses
- $50,519
- Total expenses
- $596,891
- Net increase / (decrease)
- $907,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $49,169 | $0 |
| Compass 360 LLC | RECORDKEEPER | $1,350 | $0 |